Export Approval Levels

To view or audit your PO Approval levels without having to go into each record individually, you can run the menu item ‘Purchase Orders > Export Approval Levels’

This will create a .csv file export that you can copy from the server (PC / Mac) guides to transferring files) and open in Excel to give you a list of each individual with an approval chain, their approval levels, names / email addresses and any amount limits.